The Customer Portal that leverages Dynamics 365 CRM
KLEVR APPS
Designed to help Australian organisations better engage with external customers and partners, Klevr Portals is a customer portal solution which leverages Dynamics CRM as the backend database, no integration.
Create interactive web pages, application forms, surveys, or even an eCommerce store – all with an easy-to-use, no-code interface.
Whether you’re managing memberships, contracts, administering grants, or onboarding volunteers, Klevr Portals delivers a responsive, accessible front end directly connected to Dynamics 365 CRM on the backend.
Klevr Portals offers endless possibilities. Create an online portal for suppliers to login and manage contracts, members to manage their memberships or even grant seekers to apply for grants through.
BENEFITS
Works with Dynamics 365 CRM
Klevr Portals connects seamlessly with Dynamics 365 for a unified front-end and back-end experience, improving efficiency and enabling real-time data flow without the need for data synchronisation.
Rapid Implementation & Cost Certainty
Get started quickly with implementation and training completed in days, not months. Benefit from a simple monthly fee with no additional costs for logins or page views – providing cost certainty and supporting your budget goals, while allowing you to freely promote your portal and push for user adoption.
User-Friendly No-Code Portal Builder
Empower your team with a no-code visual designer to create and manage customer portal pages, forms, and surveys without relying on IT or developers. Functional consultants and end-users can easily build and maintain Klevr Portals, allowing for rapid adjustments to meet evolving needs.
Form Builder Synced with Business Central or CRM
Klevr Portals includes an easy to use drag and drop form builder, similar to Microsoft Forms or Survey Monkey. Select and use dynamic fields from your CRM, which automatically sync with D365, no custom integration required. Form builder includes sections, questions, validation rules, branching logic, and a variety of response types, including text, numbers, dates, currency, and file uploads.
Fully Customisable and Extendable
Take full advantage of over 1,200 extensions and customise every aspect of Klevr Portals using C#, JavaScript, CSS, or HTML. Built on top of the leading open-source .NET CMS, Umbraco, Klevr Portals allows for complete custom theming to match your brand, making it fully adaptable to your business requirements.
Flexible Hosting Options
Host Klevr Portals on Azure PaaS, in the Cloud, On-Premise, or with a third-party provider. We also offer a SaaS hosting solution supported by Umbraco, providing the flexibility you need to align with your infrastructure preferences.
Responsive and Accessible by Design
Provide an exceptional user experience with a fully responsive, WCAG-compliant accessible design.
Robust Security Model & User Management
Manage sophisticated roles, groups, permissions, and data filtering through configuration, ensuring secure collaboration. Out-of-the-box user management allows you to administer roles and permissions directly from the Dynamics 365 interface, simplifying user administration.
KLEVR PORTALS FEATURES
Feature packed and easy to use, custom branded Customer Portal for Dynamics 365 CRM.
- Dynamic No-Code Form Builder: Build forms with sections, validation rules, branching logic, and multiple response types (text, number, currency, files). Fully managed by end-users, forms are automatically rendered in the customer portal without additional development.
- Interactive Pivot Grid and Chart Control: Visualise real-time data with integrated Pivot Grid and Chart tools, offering users a clear view of relevant information directly on the portal.
- Workflow Progress Visualiser: Guide users through processes like applications and approvals using a configurable workflow visualiser, ensuring a transparent and smooth experience for every interaction.
- Built on Umbraco Platform: Klevr Portals is built on the popular .NET-based Umbraco platform, providing the stability, flexibility, and customisation you need. With an active community of over 200,000 members, Umbraco ensures support and extensibility.
- Integrated with Dynamics Using Dataverse: Leverage the Dataverse SDK for real-time integration between Klevr Portals and Dynamics 365 CRM or Business Central, ensuring accurate and synchronised data. Azure AD integration supports both B2B and B2C users, enhancing security.
- Pre-Integrated Payment Gateway: Set up an eCommerce store or enable payments for services through a pre-integrated payment gateway, making transactions easy for your customers.
ONLINE PORTAL USE CASES
Klevr Portals is used by a variety or organisations to connect with customers, partners, members and applicants.
These are just a few examples of how our clients can use Klevr Portals.
Manage Contracts
Empower your vendors and suppliers with a secure portal to manage their profiles, submit documents, and track performance. Streamline onboarding, communication, and contract signing, all with direct integration into Dynamics 365.
Membership Subscriptions
Allow members to manage subscriptions, renewals, pay dues, and update profiles through an accessible portal, increasing engagement and satisfaction. The portal can also host exclusive or gated content for specific membership tiers.
Grant Applications
Streamline grant applications by allowing applicants to complete forms, access resources and track outcomes. The portal and integration with Business Central can handle payment of associated fees and disbursement of funds securely. It combines submission and payment processes into a single platform.
Collect Donations
Give your donors complete control over their contributions. Our self-service portal enables them to manage recurring donations, view payment history, update personal details, and make new pledges with ease and convenience.
Onboard Volunteers
Provide volunteers with a user-friendly portal to manage their involvement with your organisation. From onboarding to activity logging, they can access opportunities, update availability, and track their contributions with ease.
Get in touch
INTEGRATION
Klevr Portals integrates with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
